#美联储重启降息步伐 The US agricultural aid program is about to be implemented, with the White House set to officially announce a support package worth $12 billion on Monday. This funding is mainly targeted at agricultural regions affected by low grain prices and tariff policies, and to some extent, it also reflects a specific policy tilt.

What’s even more noteworthy is the timing—against the backdrop of the Federal Reserve gradually cutting interest rates and an improving liquidity environment, the government is simultaneously ramping up fiscal support. The combination of easing signals and policy dividends is heating up market expectations for risk assets.

From a trading perspective, this round of liquidity expansion cycles often pushes up valuations of risk assets. The combination of a rate-cutting cycle and fiscal stimulus has historically supported equities and crypto assets. Many investors have already begun to position themselves, with $ACA, $ETC , and other assets gaining attention amid these expectations.

Grasping the overall trend is more important than pursuing the perfect timing—it’s about participating in the trend, not waiting for the optimal price.